V-Board workflow builder

Design the session once. Run it with anyone.

Lay out the steps, name the people who take part, and publish a version. Customers join from a link while your team works from a guided task pane.

Workflows / Remote onboarding
Remote onboarding UndoPreview executionPublish version
Activity library
Document capture
Face comparison
Signature capture
Barcode or QR scan
GPS coordinates
Steps, drag to reorder
⋮⋮1
Document captureEach participant
⋮⋮2
Photo extractionEach participant
⋮⋮3
Face comparisonMatch to ID photo
⋮⋮4
Signature captureHost and customer
Step configuration
Match to ID photo
Customer slot
Host review
Allow retake
Save frame as evidence
Activity library

Fourteen building blocks, grouped by what they do

Search the library, add an activity, then configure it. Each one can run for every participant or for a single named slot.

Capture

Collect something from a person on screen.

Signature captureDocument capture with OCRPhoto extractionFace comparisonLiveness checkBarcode or QR scanVisual analysis

Interaction

Ask, inform or look something up.

QuestionnaireTerms and conditionsLookup

Session

Services that run alongside the steps.

GPS coordinatesSession recordingVoice transcriptionOutput generation
From draft to record

The life of a workflow

01

Design

Build the step list, drag steps into order, duplicate or disable one, and add a participant slot for every witness or co-signer.

  • Refine with AI Assist drafts step prompts for you
  • A presiding slot is available when the host must sign
02

Preview execution

Walk the whole flow as host and as participant before anyone outside the team sees it.

  • Missing names or instructions are listed under "Resolve before publishing"
  • Test a single component or a provider on its own
03

Publish a version

The server validates the workflow, then pins a snapshot. Later edits become a new version.

  • Sessions already running keep the version they started with
  • Version history stays on record
04

Run the session

The customer opens a link. The host follows the task pane and sees each result as it arrives.

  • Location and recording run as session services
  • Evidence is encrypted at rest
05

Review and output

The host or a reviewer approves, V-Board freezes the snapshot and produces the report.

  • Printable report, or JSON pushed to an external API
  • Idempotency key on every push
AI assist

Let the system look first. A person decides.

Visual analysis reads a single image or a timed run of frames, from 2 to 200 seconds, and marks what it finds. Results from earlier steps can feed later ones, and the host confirms the outcome.

OCR, AI and other services run only where a provider has been configured. Annotations in the clip are illustrative.

Display Alarm LED Equipment alarm clip, analysed in frames
Connect

Read from your systems and write back to them

Lookups

Check a scanned value once against an external register, such as an equipment list or a patient index.

Document definitions and output templates

Mark the areas of a document visually, and shape the report that comes out at the end.

API access and connections

Issue keys, set permissions and point the final record at the system that should receive it.

The conversation layer

Private session or Teams, the same workflow

A private session on your own servers

The video room is hosted inside your network and opened from a link. Calls, captured evidence and recordings stay where your policy says they should. The hospital registration desk runs this way.

Microsoft Teams, if that is where your staff already work

V-Board also ships as a Teams tab with Microsoft sign-in. The meeting stays in Teams while the steps, evidence capture and review sit alongside it.

Next step

See your own process in the builder

Bring one workflow you run today. We will lay it out as steps and show you how it would run.